Getting Started

Your quick start guide to making your first sale with BANA.

Prerequisites

Before you begin, ensure you have:

1. Completed the Onboarding Process.
2. Received your Account Credentials (via email/SMS).
3. Downloaded the BANA App or have a web browser ready.

Quick Start Steps

Follow this 5-minute guide to get your store operational.

1. Login to Your Account

Mobile App:

1. Download BANA from the App Store (iOS) or Play Store (Android).
2. Open the app and tap Login.
3. Enter your credentials.
4. Complete OTP verification (if this is your first login).

Web Dashboard:

1. Navigate to app.bana.com.vn.
2. Enter your username and password.
3. Select your business (if you manage multiple).

2. Configure Business Profile

Ensure your invoice information is accurate.

1. Go to Settings > Business Profile.
2. Verify and update the following fields:
   • Business Name (Must match registration)
   • Address (Physical store location)
   • Tax ID (MST) (Critical for e-invoices)
   • Contact Information
3. Click Save Changes.

3. Set Up Payment Methods

Enable the ways you want to get paid.

1. Go to Settings > Payments.
2. Toggle the desired payment methods:
   • ✅ QR Code (VNPAY QR) - Recommended for speed
   • ✅ Cash - Standard option
3. (Optional) Perform a test transaction of 1,000 VND to verify.

4. Add Your First Product

Build your catalog to start selling.

1. Navigate to the Products menu.
2. Click + Add Product.
3. Enter the essential details:
   • Name: e.g., "Iced Coffee"
   • Price: e.g., "25,000"
   • Category: e.g., "Beverages"
   • Tax Rate: Select the applicable VAT rate (e.g., 10%)
4. Click Save.
5. Repeat for your top-selling items.

5. Make Your First Sale 🚀

You are ready! Let's process a transaction.

1. Open the POS screen (in App or Web).
2. Tap on your newly created product to Add to Cart.
3. Tap Checkout / Charge.
4. Select a Payment Method (e.g., Cash).
5. Enter the amount received and tap Complete.
6. Success! The system will record the sale and generate a receipt.

What's Next?

Now that you're operational, explore these advanced features:

• Configure Tax Settings - Automate your e-invoicing.
• Add Staff Members - Invite your team and assign roles.
• Set Up Inventory - Enable stock tracking and low-stock alerts.
• Explore Reports - View your real-time revenue dashboard.

Video Tutorials

Coming Soon

Video walkthroughs for each step will be available shortly after the official product launch.

Need Help?

If you get stuck, we're here:

• 📞 Sales Representative: Call your dedicated contact.
• 📧 Email Support: support@bana.com.vn
• 🌐 Support Portal: Visit support.bana.com.vn.

Related Documentation

• Onboarding Process - Detailed setup flow.
• System Overview - How BANA works.
• Core Modules - Deep dive into features.